See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,898 | $85,766+155.2% | $136,294+60.6% | $70,131+212.1% |
| Participation rate | 91.2% | 74.2%+17.1pp | 81.9%+9.3pp | 69.5%+21.7pp |
| Annual return | 24.18% | 31.45%-7.3pp | 5155.94%-5131.8pp | 73.14%-49.0pp |
| Employer contribution / active EE | $3,502 | $2,966+18.1% | $4,695-25.4% | $2,342+49.5% |
| Participant deferral / active EE | $9,914 | $5,051+96.3% | $6,247+58.7% | $3,332+197.6% |
| Admin fee / account holder | $7,932 | $5,420+46.3% | $9,243-14.2% | $4,645+70.8% |